See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,163 | $109,881+167.7% | $150,045+96.0% | $84,808+246.9% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 17.18% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $16,687 | $3,561+368.6% | $4,693+255.6% | $2,631+534.3% |
| Participant deferral / active EE | $15,300 | $6,636+130.6% | $7,997+91.3% | $4,212+263.3% |
| Admin fee / account holder | $2,907 | $8,568-66.1% | $13,435-78.4% | $7,344-60.4% |